DAS
GWRE icon

Diversify Advisory Services’s Guidewire Software GWRE Stock Holding History

Diversify Advisory Services’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$563K Buy
+3,774
New +$503K 0.01% 824
2025
Q4 		– Sell
-1,007
Closed -$230K – 935
2025
Q3 		$230K Buy
1,007
+43
+4% +$9.78K 0.01% 804
2025
Q2 		$200K Buy
+964
New +$207K 0.01% 798
2024
Q2 		– Sell
-4,291
Closed -$498K – 679
2024
Q1 		$498K Buy
+4,291
New +$491K 0.03% 430

Other funds holding GWRE

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LP
Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCP
Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

Diversify Advisory Services's GWRE Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Guidewire Software (GWRE) in Q2 2026: 3,774 shares worth $563K. The stake represents 0.01% of the portfolio and ranks #824 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in GWRE as recently as Q3 2025.

Diversify Advisory Services first reported a position in GWRE in Q1 2024 and has held it in 4 quarters since. 549 funds tracked by Wall St. Rank hold GWRE as of Q2 2026.

  • Diversify Advisory Services held 3,774 shares of Guidewire Software worth $563K as of Q2 2026.
  • Guidewire Software was a new Diversify Advisory Services position in Q2 2026.
  • Guidewire Software made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #824 holding.
  • Diversify Advisory Services first reported a position in Guidewire Software in Q1 2024 and has held it in 4 quarters since.
  • 549 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.